MAKE A CLAIM

Useful documents for retirement and investment advisers

Access and download our range of resources for our retirement and investment solutions.

Document library

Guide to your Guarantees

Glossary of important words and expressions

Guide to Active Asset Allocation

Guide to the Growth Asset

Guide to the Secure Asset

Guide to Retirement Portfolio Death Benefits

Withdrawal form

Fund switch form

Beneficiary nomination form

ISA withdrawal form

Fund switch form

Fund switch form

Deed of assignment​ - Onshore bonds

Verifying a persons identity

Bond withdrawal form

Fund switch form

Withdrawals - A guide to tax on your investment bond

Withdrawals – A guide to the difference between Secure and Non-Secure Withdrawals

Bond withdrawal form

Fund switch form

Deed of assignment​

Electronic services schedule to the MetLife UK terms of business for authorised intermediaries

Extranet terms and conditions of use

Intermediary registration form

Notice of transfer form

Remuneration schedule for terms of business

Request for MetLife to pay ongoing adviser charges

Request for MetLife to pay an ad hoc adviser charge

Terms of business for authorised intermediaries

Request for MetLife to pay ongoing adviser charges (UK policies)

Request for MetLife to pay an ad hoc adviser charge (UK policies)